See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,556 | $60,022-44.1% | $88,946-62.3% | $84,808-60.4% |
| Participation rate | 22.7% | 57.8%-35.1pp | 68.8%-46.1pp | 68.3%-45.6pp |
| Annual return | 15.22% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $577 | $1,703-66.1% | $2,555-77.4% | $2,631-78.1% |
| Participant deferral / active EE | $1,826 | $3,114-41.3% | $4,581-60.1% | $4,212-56.6% |
| Admin fee / account holder | $1,345 | $4,811-72.1% | $8,261-83.7% | $7,344-81.7% |